Description: Thomas George, president of Grizzle, discusses Nemaska Lithium versus Lithium Americas. Source: BNNBloomberg.com – video report Date: Jan 09, 2020 Link: https://www.bnnbloomberg.ca/investing/video/thomas-george-discusses-nemaska-lithium-versus-lithium-americas~1339075 Questions for discussion: What does Thomas George say is the reason for poor financial performances in the industry? How should investors deal with this information?
Posts Categorized: Industry Analysis
Description: Boeing employees boasted about bullying regulators to approve the now-grounded 737 Max without requiring pilots to undergo simulator training while others raised safety concerns and complained about lax standards, according to a trove of internal documents the company released on Thursday. Source: CNBC.com – video report Date: Jan 10, 2020 Link: https://www.cnbc.com/2020/01/09/boeing-releases-communications-on-737-max-simulators-it-calls-completely-unacceptable.html Questions for discussion:… Read more »
Description: The high-tech industry is as cyclical as any commodity Source: Economist.com Date: Jan 11, 2020 Link: https://www.economist.com/business/2020/01/11/a-revival-is-under-way-in-the-chip-business?cid1=cust/ednew/n/bl/n/2020/01/9n/owned/n/n/nwl/n/n/NA/375381/n Questions for discussion: Summarize the key points made about the industry in the report. What does the report suggest about the near future for the industry?
Description: 2019 has been Disney’s year at the box office. The company had six movies surpass the $1 billion mark — has a likely seventh on the way — and has grossed more than $10 billion at the global box office. In the U.S., Disney-produced films tallied more than $3.72 billion at the box office, beating the… Read more »
Description: What a difference a decade can make. In 2010, batteries powered our phones and computers. By the end of the decade, they are starting to power our cars and houses too. Source:CNBC.com – video report Date: Dec 30, 2019 Link: https://www.cnbc.com/2019/12/30/battery-developments-in-the-last-decade-created-a-seismic-shift-that-will-play-out-in-the-next-10-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: How is battery technology disrupting industries and changing many of… Read more »
Description: Private digital money just doesn’t work. Or so say the doubters, and they’ve been right. Wildly fluctuating cryptocurrencies — bitcoin and thousands of variants — have demonstrated that the miracle of blockchain-driven digital currencies, altcoins, crypto tokens and other forms of electronic cash cannot serve the role of money. Source: FinancialPost.com Date: Nov 29,… Read more »
Description: If all goes as planned, by mid-2020 four of the most valuable companies on the S&P 500 will have introduced streaming services in less than a year. Source: Bloomberg.com Date: Nov 30, 2019 Link: https://www.bloomberg.com/news/articles/2019-11-30/what-the-streaming-wars-mean-for-the-future-of-tv-quicktake?srnd=businessweek-v2 Questions for discussion: What does the article say is happening to the current business model for TV? What does… Read more »
Description: Bond funds are having a banner year. Fixed-income-based exchange-traded funds are on pace for a record year, accruing $130 billion in inflows as of Nov. 14, according to ETF.com. If the year ended there, that would be the largest-ever annual haul for fixed-income ETFs, the research website says. Source: CNBC.com – video report Date: Nov… Read more »
Description: Booth said there could be “carnage” in Canada’s cannabis industry over the next year if some producers remain unable to drop their cost of producing their cannabis amidst what has become an oversupplied market. Source: BNNBloomberg.com Date: Nov 29, 2019 Link: https://www.bnnbloomberg.ca/aurora-ceo-eyes-u-s-amid-looming-carnage-for-canadian-pot-industry-1.1355362 Questions for discussion: Summarize the highlights presented in this report and the… Read more »
Description: eMarketer forecasting analyst Eric Haggstrom, vice president of content studio Paul Verna and vice president of forecasting Monica Peart talk about the peaking of US TV ad spending. Why has it stopped growing, how does cord-cutting contribute, and what makes video streaming services attractive? They then discuss the performance of Disney+ in its first… Read more »